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Curtis Banks SIPP (PO-26512)

Complainant: Mr E
Complaint Topic: Other
Ref: PO-26512
Outcome: Partly upheld
Appeal outcome: None
Respondent: Curtis Banks
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

Mr E’s complaint against Curtis Banks is partly upheld. To put matters right, Curtis Banks shall follow the directions set out in paragraphs 40 and 41 below.

Complaint summary

 

Mr E complains that Curtis Banks delayed his in specie transfer and he is unhappy with the service he received during that time. He argues that there were delays with the following:

· issuing documentation;

· contacting him about an outstanding invoice;

· responding to his correspondence; and

· processing a VAT reclaim.

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